This template uses two custom community nodes:
n8n-nodes-vtiger-crm
n8n-nodes-evolution-api
You must be running self-hosted n8n with Community Nodes enabled.
Settings
→ Community Nodes
n8n-nodes-vtiger-crm
n8n-nodes-evolution-api
This workflow sends a personalized WhatsApp welcome message to newly created leads in Vtiger CRM — using Evolution API — and updates the CRM record to ensure the message isn’t sent again.
It’s ideal for teams that want to greet new leads instantly, reduce manual effort, and automate the first touchpoint of the sales process.
cf_1090 != 1
)Full layout of the automation flow in n8n
Example of the greeting message the lead receives:
Hi Ahmed Saadawi 😊,
We have received your interest with our services and we will contact you soon.
Have a nice day 🙏💐
Add a custom field (e.g. cf_1090
) to track if a message was already sent
Ensure lead records contain:
firstname
, lastname
, phone
Connect your Vtiger CRM API credentials
Install or connect to your Evolution API instance
Configure:
instanceName
remoteJid
(from Vtiger lead phone)Add your Evolution API credentials
Edit the message in the Evolution node to match your brand’s tone.
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vtiger crm automation, community nodes, whatsapp message workflow